🔹 Revenue: $105.1 M (Est. $101.2 M) 🟢; UP +625% YoY; UP +106% QoQ
🔹 Adj. EBITDA loss: $(21.0 M) (Est. $(59.6 M)) 🟢
Guidance
🔹 ARR outlook: $900 M–$1.1 B (Est. $875 M) 🟢
Strategic Expansion
🔹 Power capacity target: > 1 GW secured by end-2026
CEO Arkady Volozh Commentary
🔸 “Demand for AI infrastructure — compute, software and services — is only going to get stronger as use cases multiply. We are aggressively scaling up capacity to capture this substantial opportunity, and are in the process of securing more than 1 GW of capacity by the end of 2026.”
